[5209][ADD] date_range, account_financial_report

account_financial_report/README.rst

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+=========================
+Account Financial Reports
+=========================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
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+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-financial-reporting/tree/16.0/account_financial_report
+    :alt: OCA/account-financial-reporting
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-financial-reporting-16-0/account-financial-reporting-16-0-account_financial_report
+    :alt: Translate me on Weblate
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+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module adds a set of financial reports. They are accessible under
+Invoicing / Reporting / OCA accounting reports.
+
+- General ledger
+- Trial Balance
+- Open Items
+- Aged Partner Balance
+- VAT Report
+- Journal Ledger
+
+Currently General ledger, Trial Balance and Open Items are fully compatible with a foreign
+currency set up in account in order to display balances. Moreover, any foreign
+currency used in account move lines is properly shown.
+
+In case that in an account has not been configured a second currency foreign
+currency balances are not available.
+
+Invoicing / Settings / Invoicing / OCA Aged Report Configuration you will be able to set
+dynamic intervals that will appear on the Aged Partner Balance.
+For further information, check CONFIGURE.rst
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+To configure dynamic intervals for Aged Partner Balance you need to:
+
+Go on 'Settings' -> 'Invoicing' -> 'OCA Aged Report Configuration'.
+
+Click on option 'Configurations' and create new record.
+
+Create new interval.
+The name established on line will be the column to display in Aged Partner Balance.
+Inferior limit established on line is the interval
+
+Example of configuration inferior limit:
+
+-> 15
+-> 30
+-> 60
+
+It means the first interval is from 0 to 15, the second from 16 to 30, and the third is 61+.
+
+Go on 'Invoicing' -> 'Reports' -> 'OCA accounting reports' -> 'Aged Partner Balance'
+
+When wizard is open, you need to select your interval configuration and print report.
+
+If you want to get default interval configuration any time you wish to print Aged Partner Report,
+you can set default interval configuration per company in:
+
+'Settings' -> 'Invoicing' -> 'OCA Aged Report Configuration'.
+
+Known issues / Roadmap
+======================
+
+* 'VAT Report' is valid only for cases where it's met that for each
+  Tax defined: all the "Account tags" of all the
+  'Repartition for Invoices' or 'Repartition for Credit Notes'
+  are different.
+* It would be nice to have in reports a column indicating the
+  state of the entries when the option "All Entries" is selected
+  in "Target Moves" field in a wizard
+
+Changelog
+=========
+
+11.0.2.5.0 (2019-04-26)
+~~~~~~~~~~~~~~~~~~~~~~~
+
+* In the Trial Balance you have an option to hide parent hierarchy levels
+
+11.0.2.4.1 (2019-01-08)
+~~~~~~~~~~~~~~~~~~~~~~~
+
+* Handle better multicompany behaviour
+* Improve how title appears in the reports
+* Improve performance in General Ledger
+
+
+11.0.2.3.1 (2018-11-29)
+~~~~~~~~~~~~~~~~~~~~~~~
+
+* In the Trial Balance you can apply a filter by hierarchy levels
+* In the General Ledger you can apply a filter by Analytic Tag
+* In the Journal Ledger the field 'Journal' is now optional
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_financial_report%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+~~~~~~~
+
+* Camptocamp
+* initOS GmbH
+* redCOR AG
+* ForgeFlow
+
+Contributors
+~~~~~~~~~~~~
+
+* Jordi Ballester <[email protected]>
+* Yannick Vaucher <[email protected]>
+* Simone Orsi <[email protected]>
+* Leonardo Pistone <[email protected]>
+* Damien Crier <[email protected]>
+* Andrea Stirpe <[email protected]>
+* Thomas Rehn <[email protected]>
+* Andrea Gallina <[email protected]>
+* Robert Rottermann <[email protected]>
+* Ciro Urselli <[email protected]>
+* Francesco Apruzzese <[email protected]>
+* Lorenzo Battistini <https://github.com/eLBati>
+* Julien Coux <[email protected]>
+* Akim Juillerat <[email protected]>
+* Alexis de Lattre <[email protected]>
+* Mihai Fekete <[email protected]>
+* Miquel Raïch <[email protected]>
+* Joan Sisquella <[email protected]>
+* `Tecnativa <https://www.tecnativa.com>`__:
+
+  * Pedro M. Baeza
+  * Sergio Teruel
+  * Ernesto Tejeda
+  * João Marques
+  * Alexandre D. Díaz
+  * Víctor Martínez
+  * Carolina Fernandez
+
+* `Sygel <https://www.sygel.es>`__:
+
+  * Harald Panten
+  * Valentin Vinagre
+
+* Lois Rilo <[email protected]>
+* Saran Lim. <[email protected]>
+* Omar Castiñeira <[email protected]>
+
+Much of the work in this module was done at a sprint in Sorrento, Italy in
+April 2016.
+
+* Ooops404 <https://www.ooops404.com>
+
+  * Eduard Brahas <[email protected]>
+
+Maintainers
+~~~~~~~~~~~
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+This module is part of the `OCA/account-financial-reporting <https://github.com/OCA/account-financial-reporting/tree/16.0/account_financial_report>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_financial_report/__init__.py

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+# Author: Damien Crier
+# Copyright 2016 Camptocamp SA
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from . import models
+from . import report
+from . import wizard

account_financial_report/__manifest__.py

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+# Author: Damien Crier
+# Author: Julien Coux
+# Copyright 2016 Camptocamp SA
+# Copyright 2020 ForgeFlow S.L. (https://www.forgeflow.com)
+# Copyright 2021 Tecnativa - João Marques
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+{
+    "name": "Account Financial Reports",
+    "version": "16.0.1.14.0",
+    "category": "Reporting",
+    "summary": "OCA Financial Reports",
+    "author": "Camptocamp,"
+    "initOS GmbH,"
+    "redCOR AG,"
+    "ForgeFlow,"
+    "Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/account-financial-reporting",
+    "depends": ["account", "date_range", "report_xlsx"],
+    "data": [
+        "security/ir.model.access.csv",
+        "security/security.xml",
+        "wizard/aged_partner_balance_wizard_view.xml",
+        "wizard/general_ledger_wizard_view.xml",
+        "wizard/journal_ledger_wizard_view.xml",
+        "wizard/open_items_wizard_view.xml",
+        "wizard/trial_balance_wizard_view.xml",
+        "wizard/vat_report_wizard_view.xml",
+        "view/account_age_report_configuration_views.xml",
+        "menuitems.xml",
+        "reports.xml",
+        "report/templates/layouts.xml",
+        "report/templates/aged_partner_balance.xml",
+        "report/templates/general_ledger.xml",
+        "report/templates/journal_ledger.xml",
+        "report/templates/open_items.xml",
+        "report/templates/trial_balance.xml",
+        "report/templates/vat_report.xml",
+        "view/account_view.xml",
+        "view/report_general_ledger.xml",
+        "view/report_journal_ledger.xml",
+        "view/report_trial_balance.xml",
+        "view/report_open_items.xml",
+        "view/report_aged_partner_balance.xml",
+        "view/report_vat_report.xml",
+        "view/res_config_settings_views.xml",
+    ],
+    "assets": {
+        "web.assets_backend": [
+            "account_financial_report/static/src/js/*",
+            "account_financial_report/static/src/xml/**/*",
+        ],
+    },
+    "installable": True,
+    "application": True,
+    "auto_install": False,
+    "license": "AGPL-3",
+}